MONTAG A & ASSOCIATES INC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EWX and the CUSIP is 78463X756. A total of 121 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$29,436
+1.8%
5500.0%0.00%0.0%
Q2 2023$28,902
+4.6%
550
+0.9%
0.00%0.0%
Q1 2023$27,622
+3.5%
5450.0%0.00%0.0%
Q4 2022$26,689
+11.2%
545
+1.7%
0.00%0.0%
Q3 2022$24,000
-7.7%
5360.0%0.00%0.0%
Q2 2022$26,000
-13.3%
536
+1.3%
0.00%0.0%
Q1 2022$30,000
-3.2%
5290.0%0.00%0.0%
Q4 2021$31,000
+3.3%
529
+1.9%
0.00%0.0%
Q3 2021$30,000
-6.2%
5190.0%0.00%0.0%
Q2 2021$32,000
+10.3%
519
+0.8%
0.00%0.0%
Q1 2021$29,000
+7.4%
5150.0%0.00%0.0%
Q4 2020$27,0005150.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2021
NameSharesValueWeighting ↓
CarsonAllaria Wealth Management, Ltd. 42,783$2,538,0002.24%
N.E.W. Advisory Services LLC 185,311$10,991,0001.66%
Transamerica Financial Advisors, Inc. 877$53,0001.43%
Great Point Wealth Advisors, LLC 74,075$4,393,0001.35%
WESCAP Management Group, Inc. 68,556$4,066,0001.12%
INNEALTA CAPITAL, LLC 36,421$2,160,0001.07%
Kohmann Bosshard Financial Services, LLC 83,940$5,062,0001.02%
Crestone Asset Management LLC 84,000$4,982,0001.00%
RPg Family Wealth Advisory, LLC 40,133$2,380,310,0000.94%
Camelot Portfolios, LLC 34,480$2,045,0000.82%
View complete list of SPDR INDEX SHS FDS shareholders